CIK: 0002012184
申告総資産額
$1.8億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DUHP | Dimensional US High Profi Et | ETF-その他 | 13.14% | -0.65% | +1.35% | |
| 2 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 11.64% | +0.10% | +2.84% | |
| 3 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 8.52% | +0.19% | +2.95% | |
| 4 | DFSD | Dimensional Short Duration | ETF-その他 | 8.09% | +0.13% | -1.68% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 7.92% | -0.35% | +3.17% | |
| 6 | BND | Vanguard Total Bond Market | ETF-その他 | 5.59% | +0.52% | +1.52% | |
| 7 | DIHP | Dimensional International Hi | ETF-その他 | 5.41% | -0.03% | +2.10% | |
| 8 | DFIV | Dimensional International Va | ETF-その他 | 4.68% | -0.01% | +2.96% | |
| 9 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 4.03% | -0.12% | +2.47% | |
| 10 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 3.85% | -0.08% | +2.60% | |
| 11 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 3.20% | +0.09% | +3.43% | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 3.14% | +0.04% | +1.49% | |
| 13 | AVES | Avantis Emerging Markets Val | ETF-新興国市場 | 3.12% | -0.06% | +4.44% | |
| 14 | DFAI | Dimensional International Co | ETF-その他 | 2.96% | -0.06% | +2.77% | |
| 15 | BAB | Invesco Taxable Municipal Bo | ETF-その他 | 1.89% | +0.07% | +1.86% | |
| 16 | DFAU | Dimensional US Core Equity M | ETF-その他 | 1.01% | -0.03% | -0.74% | |
| 17 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.93% | -0.02% | -8.20% | |
| 18 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.79% | -0.03% | -4.59% | |
| 19 | DISV | Dimensional International Sm | ETF-その他 | 0.67% | -0.06% | +1.43% | |
| 20 | AVGE | Avantis All Eqty Mrkts ETF | ETF-その他 | 0.66% | — | +3.95% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.66% | -0.05% | +24.47% | |
| 22 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-その他 | 0.62% | — | +0.68% | |
| 23 | DFEV | Dimensional Emrg Mrkt Val | ETF-その他 | 0.62% | +0.01% | -2.01% | |
| 24 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.58% | -0.06% | — | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.50% | -0.10% | -23.81% | |
| 26 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 0.44% | +0.06% | -0.36% | |
| 27 | DFIC | Dimensional International Co | ETF-その他 | 0.42% | +0.01% | +7.30% | |
| 28 | AAPL | Apple INC | 株式-IT | 0.40% | +0.02% | -1.11% | |
| 29 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.39% | -0.01% | +0.11% | |
| 30 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.37% | — | +1.92% | |
| 31 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.35% | +0.05% | +1.57% | |
| 32 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.32% | +0.01% | — | |
| 33 | BSMR | Invesco Bulletshares 2027 Mb | ETF-その他 | 0.31% | — | — | |
| 34 | NTRS | Northern Trust CORP | 株式-金融 | 0.26% | -0.01% | — | |
| 35 | AVDE | Avantis International Equity | ETF-その他 | 0.25% | -0.01% | +2.24% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.24% | -0.04% | — | |
| 37 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-その他 | 0.24% | — | -1.53% | |
| 38 | AVSF | Avantis Short-term Fixed INC | ETF-その他 | 0.23% | -0.01% | -14.63% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.22% | -0.01% | -7.92% | |
| 40 | AVMU | Avantis Core Municipal Fixed | ETF-その他 | 0.22% | — | -14.93% | |
| 41 | ✓ | 374water INC | 株式-その他 | 0.21% | — | +90.91% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.20% | — | +7.22% | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.20% | +0.01% | +167.03% | |
| 44 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.19% | -0.03% | — | |
| 45 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.17% | -0.03% | — | |
| 46 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 0.17% | — | -19.57% |